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* Enable Association feature
* Create List Views
* Configure Associations tab on Org Profile, including Lookup and Assignment Roles for Associates * Configure Associations tab on User Profile, including Lookup Categories for Associations
* Enable Date Range for Associations (optional)
* Enable Switch Organization feature (optional)
See [[Configuring List Views]] for instructions.
==Configure Associations tab on Org Profile, including Lookup and Assignment Roles== The Associates tab appears on the Company Profile once the corresponding standard field is enabled. The steps for enabling the Associates tab are as follows:* Go to Global Settings - Organizations & Users tab* Go to Company & Organization Settings and click on Standard Fields* Click on the Edit option for the Associations Standard field* Click Save. The Associations tab is now enabled. The Standard field also controls the Lookup Roles and Assignment Roles used within the Associates tab. ===Lookup Roles=== Lookup roles allows System Administrators to delimit the roles that are returned when Associates are selected. Only those users in the roles selected in ''Assignment Lookup Roles'' setting will be selectable from the contacts lookup.[[Image:AssociationSettingsPickingAssociates.png|link=|900px]] The steps for configuring the Lookup Roles are as follows:* Use the Lookup Scope radio buttons to specify whether the list of users are restricted to internal users, external users or both.* Click on the Lookup button to the right of the Lookup Roles field. * The Roles pop-up should appear. Populate checkbox for those roles to be returned when Associates are selected. * Click OK to close Roles pop-up. The selected roles should appear in the Lookup Roles field. * Click Save at the bottom of the page. ===Assignment Roles===Assignment Roles allows System Administrators to delimit the roles with which contacts can be associated with an organization. Only those roles selected in ''Assignment Roles'' will be able to be selected from the ''Role'' dropdown when associating a contact to an organization.<br />
[[Image:AssociationSettingsAssignmentRolesSelected.png|link=]]<br />
[[Image:AssociationSettingsAssignmentRoles.png|link=]]
The steps for configuring the Assignment Roles are as follows:* Click on the Lookup button to the right of the Assignment Roles field. * The Roles pop-up should appear. Populate checkbox for those roles used when associating contacts with an organization. * Click OK to close Roles pop-up. The selected roles should appear in the Assignment Roles field. * Click Save at the bottom of the page. ==Association RoleConfigure Associations tab on User Profile, including Lookup Categories==
If you select a role in the ''Association Role'' setting, whenever you change a contact's company, the contact will be associated with the previous company with the ''Association Role''. This is useful if you have a role called "Previous Affiliations," and want to track the organizations with which a contact has been previously affiliated.
[[Category:Global Settings]][[Category:System Management]]
